Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 620 shares of AVLV stock, worth $41,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares
620
Previous 1,240 50.0%
Holding current value
$41,428
Previous $80,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$63.51 - $70.42 $39,376 - $43,660
-620 Reduced 50.0%
620 $40,000
Q1 2025

May 07, 2025
BUY
$63.51 - $70.42 $39,376 - $43,660
620 Added 100.0%
1,240 $80,000
Q4 2024

Jan 21, 2025
BUY
$65.51 - $71.22 $14,412 - $15,668
220 Added 55.0%
620 $41,000
Q3 2024

Nov 14, 2024
BUY
$60.05 - $65.83 $9,367 - $10,269
156 Added 63.93%
400 $26,000
Q2 2024

Jul 23, 2024
BUY
$60.74 - $64.14 $14,820 - $15,650
244 New
244 $15,000

Others Institutions Holding AVLV

# of Institutions
373
Shares Held
78.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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